Join Our Legacy Circle
To secure SINAI’s ability to be there for future generations of vulnerable children, we proudly invite you to join our growing Legacy Circle, a special group of visionaries who have chosen to provide a vital source of future funding with an endowed gift and/or by including SINAI in their estate planning.
Your actions today secure SINAI’s tomorrow!
Click here to see our current members of our Legacy Circle
Gifts made through wills, trusts or estate plans can both reduce taxable estates and create lasting legacies. Similarly, SINAI Schools may be named as the beneficiary of Qualified Retirement Plans. Consult your financial team (tax advisor, estate attorney & financial planner) to learn more about potential tax benefits of charitable bequests.
You may name SINAI Schools as the beneficiary of a life insurance policy, or you can transfer ownership of a life insurance policy to SINAI.
Charitable Gift Annuity or Charitable Remainder Annuity Trust
By entering into an agreement with SINAI Schools for a Charitable Gift Annuity, or by naming SINAI Schools as the beneficiary of a Charitable Remainder Annuity Trust, you not only help to secure SINAI Schools’s long-term financial security, but you also secure for yourself an annual income for life, possible eligibility for immediate income tax deductions, and possible reductions in exposure to capital gains taxes. Consult your financial team (tax advisor, estate attorney & financial planner) to learn more about potential tax benefits of these estate planning options.
Charitable Lead Trust
A charitable lead trust allows you to contribute the income of income-generating assets to SINAI Schools for a fixed period, after which the assets revert to you or your heirs.
An endowment gift provides a long-term revenue stream for the school. Endowment donations may be non-directed, thereby providing future support for the school’s operating budget, or directed, which allows a donor to name and provide long-term support for a scholarship fund, a graduation award, or a specific program that is particularly meaningful to the donor.
Endowment agreements can take many forms, but one common directive is for the funds to be professionally invested and managed for growth, with an agreed upon portion of the earned annual growth or income being used to support your philanthropic priority. As the balance of the growth or income may be directed back into the fund, your endowment gift has the potential to grow over time, creating an additional permanent source of funding for SINAI Schools. This perpetual legacy of giving provides a meaningful way for you to convey your values to your children and to future generations.
SINAI Schools does not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.
We look forward to working with you to structure a legacy gift that accomplishes your philanthropic goals. For more information or to join our Legacy Circle, please contact Pam Ennis at 201.833.1134 x125 or email@example.com
I have worked with and met people who are considered top in their field in special education---and not one of them can compare to the one-of-a-kind SINAI staff.